Who We Are
We are a fiduciary which means we have a legal and ethical obligation to give advice in your best interest. Our financial experts are totally focused on helping you thrive.
Healthy finances are just one part of a healthy life.
We believe it’s important to cultivate other areas, including family, career, physical wellness, personal development, social life, and spiritual health.
Your financial plan should reflect your priorities.
Whether you love to host large gatherings or grow your business impact, identifying what you care about helps you align your finances accordingly.
Our resources are a gift that we should use wisely.
When we view our resources as a gift from God, everything changes. We can let go of anxiety, dream about the future, and proactively steward what we’ve been given.
Biblical principles provide solid financial guidance.
Our approach is centered around Biblical principles. The Bible doesn’t promise financial wealth, but it does provide wisdom for fruitful living.
Bryan Cast CEPA®
Founder & Principal
MORE ABOUT BRYAN
Bryan helps individuals and business owners plan and invest for the future. He is a Certified Exit Planning Advisor (CEPA®) and Dave Ramsey Certified Financial Coach.
Right out of high school, Bryan served in the Marine Corps Reserve for eight years. During this time, he studied agricultural business and worked on the family farm. As he read about business and personal finance, Bryan discovered his real passion. He worked for two financial advisors and soon realized he had a different philosophy. Bryan decided he wanted no conflict of interest and decided to be a fee-only advisor. This means he never has and never will receive commissions.
Bryan married Danielle in 2016. They live in Anthem, AZ, and love to spend time outdoors as a family. On the weekends, Bryan enjoys ATV riding, hiking, and spending time on the lake.
Chief Financial Officer
MORE ABOUT DANIELLE
Danielle manages tax and accounting services for clients.
Starting out, Danielle pursued a career in banking. One day she discovered a tax book that Bryan had left out. Danielle devoured this resource, dove into more training, and quickly became well-versed in taxes and accounting. Always passionate about helping others, Danielle loves how her job combines analytical and people skills.
Danielle is Bryan’s better half. She enjoys hiking, volleyball, pickleball, and scuba diving. Quality time with family and friends is a key priority in her life.
Brad Kingsley CFP®, CEPA®
MORE ABOUT BRAD
Brad is a lead Financial Planner for Cast Financial and runs maximizeyourmoney.com.
Brad is a Certified Financial Planner™ (CFP®) professional, Certified Exit Planning Advisor (CEPA®) and Dave Ramsey Certified Financial Coach. In addition to his background in personal finance coaching, Brad brings over 20 years of entrepreneurship and small business experience. Having started, grown, and sold a successful business—plus investing in and coaching other businesses—Brad has special insight into key financial planning needs for business owners.
Brad has been married to his wife Karla for over 25 years, and they have one daughter living in Georgia. They live just outside of Charleston, SC, where they enjoy outdoor activities, serving in their church, and helping others in their community.
MORE ABOUT PAULA
After earning her degree in accounting, Paula spent over two decades working with large corporations. In 1997, Paula moved to Albuquerque and started A+ Accounting. As she grew her business, she began to appreciate the unique needs of small business owners. Paula joined Cast Financial in 2022. Paula enjoys both big picture strategy and managing the tiny details. She’s an expert in Quickbooks and she loves assisting clients with accounting, retirement plans, and tax planning.
Paula lives in Noblesville, IN, and enjoys tennis, golf, and gardening. When she’s not working, you’ll find her camping and hiking in the Land of Enchantment.
Chief Adventure Officer
MORE ABOUT BARRETT
Barret keeps his parents on their toes. He loves the outdoors and constantly encourages his parents to adventure outside of their comfort zone.
Chief Priorities Officer
MORE ABOUT REAGAN
What’s your vision?
Let’s work together to make it happen.